Working with Purchase Orders | Online Help - Zoho CRM

Working with Purchase Orders

A Purchase Order is an order placed for procuring products or services from your vendors. It is a legal binding document that protects interests of both the vendor and buyers. In general, a Purchase Order (PO) contains the PO number, date, line items (products) including the quantities and prices based on the Sales Quote, Billing address, Shipping address, and Terms & Conditions. You can use the PO for communicating your product and pricing requirements to vendors so there will not be any pricing questions in future. You can also use the PO to cross-check the products shipped to your shipping address and invoices sent to you. In addition, your vendor can use the PO as a legal document in the event of nonpayment in a court of law. 

Availability
Permission Required
Access to the Purchase Orders Tab that includes View, Create, Edit and Delete permissions.



    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION





                        Still can't find what you're looking for?

                        Write to us:  support@zohoforms.com



                              




                            

                              Zoho Marketing Automation

                                Zoho Sheet Resources

                                 




                                    Zoho Forms Resources


                                      Secure your business
                                      communication with Zoho Mail


                                      Mail on the move with
                                      Zoho Mail mobile application

                                        Stay on top of your schedule
                                        at all times


                                        Carry your calendar with you
                                        Anytime, anywhere




                                              Zoho Sign Resources

                                                Sign, Paperless!

                                                Sign and send business documents on the go!

                                                Get Started Now


                                                    Zoho SalesIQ Resources



                                                        Zoho TeamInbox Resources



                                                                Zoho DataPrep Resources



                                                                  Zoho DataPrep Demo

                                                                  Get a personalized demo or POC

                                                                  REGISTER NOW


                                                                    Design. Discuss. Deliver.

                                                                    Create visually engaging stories with Zoho Show.

                                                                    Get Started Now











                                                                                          • Related Articles

                                                                                          • Creating Purchase Orders

                                                                                            In the Zoho CRM system, you can store purchase order details by entering data into the Purchase Order form. Note Some of the standard fields may not be visible or editable depending on your organization business process. In case you want to add or ...
                                                                                          • Working with Sales Orders

                                                                                            The Sales Order is a confirmation document sent to the customers before delivering the goods or services. Sales Order (SO) can be created once the quote is accepted by your prospective customer (potential) and the Purchase Order (PO) is sent by the ...
                                                                                          • Standard Fields in Purchase Orders

                                                                                            Following are the list of Zoho defined standard fields available in the Purchase Orders module: Field Name Description Data type Maximum Limit Purchase Order Owner Select the name of the user to whom the purchase order is assigned. Lookup   PO Number ...
                                                                                          • Creating Sales Orders

                                                                                            In Zoho CRM, you can store sales order details by entering data in the sales order details form. Note Some of the standard fields may not be visible or editable depending on your organization business process. In case you want to add or modify ...
                                                                                          • Creating Inventory Templates

                                                                                            With the Zoho CRM - Inventory Templates functionality, you can customize the Quote, Purchase Order, Sales Order and Invoice print layout as per your business requirements. As part of the template customization, you can change the fields in the print ...
                                                                                          Wherever you are is as good as
                                                                                          your workplace

                                                                                            Resources

                                                                                            Videos

                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                            eBooks

                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                            Webinars

                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                            CRM Tips

                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                              Zoho Show Resources